First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF
SHRY
10 hedge funds and large institutions have $4.78M invested in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.54% less ownership
Funds ownership: 26.35% → 25.81% (-0.54%)
12% less capital invested
Capital invested by funds: $5.41M → $4.78M (-$632K)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$96.6K |
| 2 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$74.9K |
| 3 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$55.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.61K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.48K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
LPL Financial
San Diego,
California
| $1.41M | +$96.6K | +4,211 | +7% |
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $795K | -$844K | -36,780 | -52% |
|
|
AIP
3
Ahrens Investment Partners
Lafayette,
Louisiana
| $721K | -$10.2K | -443 | -1% |
|
|
LFAS
4
Level Four Advisory Services
Dallas,
Texas
| $696K | +$74.9K | +3,263 | +12% |
|
|
MIAN
5
Mariner Independent Advisor Network
Overland Park,
Kansas
| $669K | -$46.5K | -2,026 | -6% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $341K | -$22.6K | -983 | -6% |
|
|
GWM
7
Geneos Wealth Management
Englewood,
Colorado
| $80K | – | – | – |
|
|
FAAS
8
First Allied Advisory Services
San Diego,
California
| $56K | +$55.7K | +2,427 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $11K | +$8.61K | +375 | +379% |
|
|
AG
10
Advisor Group
Phoenix,
Arizona
| $3K | +$2.48K | +108 | New |
|
|
PFGIA
11
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -817 | Closed |
|
SHRY Hedge Fund Activity: Q3 2019 in Review
10 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) for Q3 2019, worth a combined $4.78M — down 12% from $5.41M a quarter earlier.
Fund positioning in SHRY was balanced in Q3 2019: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $96.6K. The largest seller was Susquehanna International Group, cutting an estimated $844K.
- 10 institutional investors held First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF (SHRY) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $4.78M of First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF stock for Q3 2019, down 12% quarter-over-quarter.
- 2 funds opened new First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF positions in Q3 2019 and 2 closed out, a net change of 0 holders.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF buyer in Q3 2019 was LPL Financial, an estimated $96.6K added.
- The largest First Trust Exchange-Traded Fund VI First Trust Bloomberg Shareholder Yield ETF seller in Q3 2019 was Susquehanna International Group, an estimated $844K sold.
Based on aggregated 13F filings for Q3 2019.